StockDriftsStockDriftsTop 50 Pioneer Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 21.51% | 1.72M | $89.0M | +5.62%(+91.68K) | $35.78(+50.13%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 15.12% | 1.52M | $62.6M | +6.81%(+96.80K) | $29.91(+44.94%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 12.57% | 2.25M | $52.0M | +12.48%(+249.49K) | $23.04(-1.15%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 7.81% | 391.4K | $32.3M | +9.18%(+32.91K) | $80.77(+0.47%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.76% | 663.1K | $28.0M | +4.68%(+29.62K) | $42.48(-2.45%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.52% | 671.5K | $27.0M | +1.34%(+8.85K) | $25.05(+57.11%) | 2026-06-30 | |
| SCHH | SCHWAB STRATEGIC TR | 5.05% | 883.2K | $20.9M | +8.27%(+67.46K) | $20.21(+18.42%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.47% | 174.6K | $14.4M | +8.08%(+13.06K) | $60.33(+39.49%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.81% | 166.2K | $11.6M | +8.08%(+12.43K) | $52.62(+37.50%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 1.7% | 20.5K | $7.0M | -3.45%(-731) | $208.65(+70.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.41% | +42.04% | — | — | +47.24% |
| Top 20 Holdings Unweighted | +14.10% | +48.53% | — | — | +53.64% |
Pioneer Wealth Management Group reports $413.94M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (21.5%), DFAI (15.1%) and SCHZ (12.6%). The top 20 holdings account for 92.41% of reported assets. Its disclosed equity book has returned +42.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pioneer Wealth Management Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1973339). View Pioneer Wealth Management Group’s 13F filings on SEC